Tuesday, November 7, 2006

Lanny D. Levin Agency, Inc,

Pension Protection Act of 2006�:
Challenges and Opportunities

(3 hours CE credit applied for)

Jerry Kalish, National Benefit Services, Inc.
Lanny D. Levin, CLU, ChFC, LANNY D. LEVIN AGENCY, Inc.

Some of the topics:

  • Extension of EGTRRA Provisions
  • Retirement Plan Provisions
  • Long Term Care Provisions
  • New 401(k) Safe Harbors
  • New Rules on Taxation of Employer-Owned Life Insurance
  • Charitable Rollover Rules
  • New Distribution Rules for Non-Spousal Beneficiaries

Coffee & Rolls at 8:00 a.m.
Class begins promptly at 8:30 a.m. (ends at 11:30 a.m.)
Oakton College Business Conference Center, Golf Road, Des Plaines (just west of I-294)

Here is the link to the registration form (PDF), or
Call Phyllis Scholnick (847) 266-2243 or Email phyllis_scholnick@levinagency.com